Keel Point’s First Citizens BancShares FCNCA Stock Holding History

Keel Point’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-128	Closed	-$275K	–	506
2025 Q4	$275K	Hold	128	–	–	0.02%	432
2025 Q3	$229K	Sell	128 -32	-20%	-$63.1K	0.01%	467
2025 Q2	$313K	Hold	160	–	–	0.02%	389
2025 Q1	$297K	Hold	160	–	–	0.02%	353
2024 Q4	$338K	Buy	160 +32	+25%	+$67K	0.03%	305
2024 Q3	$236K	Sell	128 -9	-7%	-$17.2K	0.02%	384
2024 Q2	$274K	Sell	137 -2	-1%	-$3.35K	0.02%	335
2024 Q1	$227K	Buy	+139	New	+$209K	0.02%	340

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keel Point's FCNCA Position: Q1 2026 in Review

Keel Point sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 128 shares — an estimated $275K sold.

Keel Point first reported a position in FCNCA in Q1 2024 and held it in 8 quarters. The position peaked at $338K in Q4 2024. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Keel Point reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Keel Point sold 128 First Citizens BancShares shares in Q1 2026, an estimated $275K.
Keel Point first reported a position in First Citizens BancShares in Q1 2024 and held it in 8 quarters.
Keel Point's First Citizens BancShares position peaked at $338K in Q4 2024.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.